Blog
Global vs. International: What’s the Difference?
Global vs. International: What’s the Difference? With international stock markets comprising about 40 percent of the world's capitalization as of 2023, a broad range of investment opportunities exist outside the borders of the U.S.1 For investors who are looking to...
Eight Mistakes That Can Upend Your Retirement
Eight Mistakes That Can Upend Your Retirement Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes. Here are eight big mistakes to steer clear of, if possible. There are common mistakes you can avoid when...
Split Annuity Strategy
Split Annuity Strategy Here's one strategy that combines two different annuities to generate income and rebuild principal. When financial markets turn volatile, some investors show their frustration by fleeing the markets in search of alternatives that are designed to...
Diversification, Patience, and Consistency
Diversification, Patience, and Consistency Regardless of how the markets may perform, consider making the following part of your investment philosophy: Diversification.The saying “don’t put all your eggs in one basket” has some application to investing. Over time,...
Conquering Retirement Challenges for Women
Conquering Retirement Challenges for Women When it comes to retirement, women may face unique obstacles that can make saving for retirement more challenging. Given that women typically live longer than men, retirement money for women may need to stretch even further.1...
Are You Ready for Your Portfolio to Make a Difference?
Are You Ready for Your Portfolio to Make a Difference? Interest in making an impact with one’s investments has grown in recent years, which means many investors may have an increased interest in environmentally or socially focused investments as well. In fact, impact...
Tax Deductions You Won’t Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
A Bucket Plan To Go With Your Bucket List
A Bucket Plan to Go with Your Bucket List John and Mary are nearing retirement and they have a lot of items on their bucket list. Longer life expectancies mean John and Mary may need to prepare for two or even three decades of retirement. How should they position...
Making A Charitable Contribution
Making A Charitable Contribution Why sell shares when you can gift them? If you have appreciated stocks in your portfolio, you might want to consider donating those shares to charity rather than selling them. Donating appreciated securities to a tax-qualified charity...
Monthly Memberships
A look as how autopay subscriptions can be a drain on your finances, especially when forgotten.
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